Leon
Smith

Avantax Advisory Services

CRD#2555443
Investment Advisor
in Valencia, CA

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About this Advisor

Leon Smith is a financial advisor based out of Valencia, California with 26 years of relevant experience. Smith is currently employed by Avantax Advisory Services. Throughout their career, Smith has worked at Avantax Insurance Services, LLC, Avantax Investment Services, Inc and Avantax Advisory Services. Smith holds a Series 63 license, certifying them as a securities agent, and can advise clients in California. Avantax Advisory Services is a business headquartered in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets under management across its 123,393 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Avantax Advisory Services provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services vary depending on which services the firm provides the client. Fees billed by Avantax Advisory Services likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

25752 Sarape Court
Valencia, CA 91355

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Leon Smith Work History

Leon has been registered as a financial advisor for 26 years.*

2014 - Present (10 years)

Avantax Insurance Services, LLC

1995 - Present (29 years)

Avantax Advisory Services

1994 - Present (30 years)

Avantax Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leon Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Jason Costner
Irving, TX
Erik Ermentraut
Wilmington, DE
Brian Harder
Coppell, TX
Ronald Bryant
Coppell, TX
Jeanne Helmar
Lansdale, PA
Pamela Soult
Irving, TX
Pamela Justus
Milwaukee, WI
Frederick Jackson
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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